529 Superfunding Calculator
Use this calculator to determine the outcome - including accumulation benefits, estate tax savings, and gift-tax consequences - of making large contributions to a 529 plan under a 5-year election. Adjust any of the fields below to customize.
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Free for Ameriprise Financial, Commonwealth Financial, Morgan Stanley, Raymond James and RW Baird.
Consult with your office/branch manager for instructions.
Commonwealth Financial Advisors, you will find your Savingsforcollege.com portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.
Visit the Education Planning page in the LPL BranchNet Resource Center to access your Savingforcollege.com portal.
Visit Tools and Forms in the Education Savings Products page in 3DResources to access your Savingforcollege.com portal.
Visit the 529 Plan Resource Center on RJ Net to access your Savingforcollege.com portal.
Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.